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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,218 | $197,637-25.5% | $177,848-17.2% | $158,982-7.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.93% | 58.77%-35.8pp | 48.33%-25.4pp | 302.99%-280.1pp |
| Employer contribution / active EE | $920 | $6,698-86.3% | $5,919-84.5% | $4,763-80.7% |
| Participant deferral / active EE | $9,240 | $8,405+9.9% | $7,714+19.8% | $5,983+54.4% |
| Admin fee / account holder | $7,770 | $15,406-49.6% | $12,431-37.5% | $11,252-30.9% |